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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,157 | $138,385-86.2% | $184,243-89.6% | $80,925-76.3% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.7%+20.8pp |
| Annual return | 10.91% | 20.02%-9.1pp | 28.82%-17.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,404 | $7,075-37.8% | $9,132-51.8% | $4,299+2.5% |
| Admin fee / account holder | $5,246 | $10,489-50.0% | $13,914-62.3% | $6,940-24.4% |